Understanding Workfront Approval Processes
- stephenkennedypro
- May 15, 2024
- 2 min read
Approval processes are crucial in ensuring that designated users review specific changes before objects progress within Adobe Workfront. This article provides insights into creating and managing approval processes associated with work items.
Types of Approval Processes for Work Items:
System-Level Global Approval Process: Applicable to projects, tasks, and issues, these processes can be attached to various sections within Workfront.
Group-Level Global Approval Process: Specifically associated with a group, these processes are ideal for projects, tasks, and issues belonging to that group.
Single-Use Approval Process: Tailored for a single project, task, issue, template, or template task, ensuring focused approval for individual items.
Considerations about Approval Processes:
Objects must be created before associating an approval process.
Approval processes are tied to specific work item statuses, regulating status changes.
Users, job roles, or teams can be associated with approval processes.
Approval processes must be manually attached to work items if desired.
Approval Process Workflow:
Creation: Administrators or users with appropriate access create approval processes.
Attachment: Users with manage permissions attach approval processes to work items.
Initiation: When a work item's status triggers the process, it begins.
Review: Designated approvers receive notifications to review the item.
Conclusion: Approval processes end upon approval or rejection, with status changes or issue creation as defined.
Document and Proof Approval Processes:
Document Approvals: General approvals with feedback captured in chat format.
Proof Approvals: In-depth reviews with feedback captured using markup tools.
Configuring Approval Process Settings:
Workfront administrators can configure global settings, governing various aspects of approval processes.
Understanding and effectively managing approval processes in Workfront is vital for streamlining workflows and ensuring efficient collaboration among users and teams.
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